what we can do for you
QuickBooks Online Support
Get comfortable with your books. Steer your data to fit better with how your business is operating. Organize your profit and loss with your balance sheet so you can read it quickly. Good data entry will help create less journal entries and will get your books to work with you. All businesses are driven by their profit and loss statements and balance sheets. Build a good chart of accounts. Focus on the “why”. Do a good job. See good information. Make better decisions. Be intentional.
Our approach includes
- Lorem Ipsum has been the industry’s standard dummy
- Lorem Ipsum has been the industry’s standard dummy
- Lorem Ipsum has been the industry’s standard dummy
- Lorem Ipsum has been the industry’s standard dummy
- Lorem Ipsum has been the industry’s standard dummy
- Lorem Ipsum has been the industry’s standard dummy
Payroll & Syncronization
Have your staff submit their timesheets electronically to streamline your pay cycles. Tie your timesheets into projects or Cost of Goods to understand how your labor costs tie into your business and it’s operations. See how your staff’s productivity is intimately connected to the success of your business. Provide transparency to your customers on your teams time investment. Use past performance to elevate how you estimate in the future. See the gaps, learn how to measure against the expectation you want to set for your team. Automate reports to have information come to you at the time you want.
Reconciling
Month-to-month reconciling ensures that financial records are accurately balanced and updated on a regular basis, maintaining clarity and reliability in your business’s financial management.
Better Workflow, Better Results
Focus on the workflow of the intake of income. Start at the blue wave of estimates on potential revenue and how you could capture more income. Move into the purple unbilled income that you need to ensure you bill your customers at the right times. Your orange overdue invoices is income should be following up on to improve your cash position. The grey open invoices is future income coming your way, understand when is it coming. Drive the process of potential income into real deposits. Treat non-posting data equally as important as posting data.
Customized Invoice Experience
Ensure your branding is OnPoint with QuickBooks Online. Setting up your logo, invoice style and colors creates an experience on how your customer perceives your business and brand. Get your business to look right from the beginning. Moving forward you can focus on your data entry versus “how you look”. Options vary from basic templates to literally building your experience from the ground up with QuickBooks Online. Get a support system of THE BEST ProAdvisors helping you set up your branding.
Progress Billing &
Better Transparency
Supply your clients better transparency from what your original estimate was along with how much you have billed to date from what they expected to pay. Supply additional details of which invoice number was issued in the past, and how much the total amount was from that invoice amount. Each invoice you supply, tally up the subtotals of what you have invoiced so far, and how much you have left to bill. Build confidence within your customer that you genuinely care about the “cap” of the project, along with allowing you the opportunity to bill PCN’s or change orders outside of your original amount you quoted. Have a good process for your customer on progress billing. Look good doing it.
Automate Bank Feeds
Connect your business bank accounts and credit cards so data flows immediately into your bank feeds. Reduce data entry. Match deposits to pay invoices and debits to mark bills paid easily. Create rules to automatically place transactions into the right place. Get a clear picture of your cash position today with real time data. Have your LIVE DATA integrate with Intuit’s AI tools to predict business cashflow projections. Operate a now business, not a 90 days ago human data entered business. Look forwards, not backwards.
Get Connected. Be Intentional
Whether it is a CRA My Business account, a GCKey login to a ROE account, a PST/RST account to just simply a QuickBooks Online account with correct user permissions, we can help. Inviting the right people to participate with your team can increase productivity and transparency quickly. Digital integration saves businesses time and money. More importantly, it drives confidence with a positive mindset. We can help integrate systems you rely on outside of QuickBooks Online to work within QuickBooks Online.
QuickBooks Online Apps
QuickBooks Online syncs with over 450 business apps to streamline how you work and connect different parts of your business in one place. Move at your own pace, you can connect as many or as little as you want when it comes to apps and QuickBooks Online. The options are endless. Books in Balance can help you navigate which apps are best for your business. One of Books in Balance favorite apps is Rotessa. Rotessa helps automate the payment of invoices and makes your cashflow more dependable and timely.